To protect the privacy of your clients' data, business organizers in PDF require a unique password, whether it is distributed via email, NetClient CS, or a separate file. You can have UltraTax CS generate the password or you can define a password for your client.

Note: Web Business Organizers are protected by the passwords your clients use to log in to NetClient CS. Clients specify these passwords when logging in to NetClient CS for the first time.

Generating a password

Use the following procedure to have UltraTax CS generate the organizer PDF password.

Choose Setup > Client Communications.

Click the Password button in the Options group box.

In the PDF / XLS Delivery Password Options dialog, mark the desired checkboxes you want to use to create the password.

Note: If you have specified options for a generated password in the PDF / XLS Delivery Password Options dialog, the generated password appears automatically in the Setup > Client Communications dialog. Prior to sending the email organizer to the client, the PDF Password field contains a generic password that indicates the fields chosen for the password. After the email organizer is sent, the PDF Password field changes to reflect the actual password generated for the client.

Tips

At least one checkbox must be marked for the PDF / XLS Delivery password. Note that UltraTax CS marks the Taxpayer Identification Number (SSN/EIN) checkbox as the default, but you can clear this checkbox if desired.

If a checkbox is marked for the password and the client does not have the corresponding data, the password consists of the remaining fields that contain data. For example, if you select zip code and phone number and no phone number is present, the password is the zip code. A return cannot be sent via email unless the corresponding data for at least one of the checkboxes marked for the password is present.

Generated passwords use only numbers and the + character. No hyphens or slashes are used with generated email passwords. The generated passwords must be entered using specific conventions.

Creating a custom password

Complete the following steps to create a custom password for your client's Email Business Organizer.

The PDF Password field is only available when the Return Delivery or Organizer Delivery field is set to Email (PDF) or File (PDF).

Tips

Custom passwords that you create are displayed in red.

If you create a custom password and later decide to generate a password, delete the entered password in the PDF Password field in the Client Communications dialog.

You can only switch from a custom-created password to a generated password before you send the Business Organizer PDF to your client via email. If the PDF Password field contains the generic password indicating the fields chosen and not the actual password in blue text, the PDF organizer has not been sent and the password can be changed.

To proforma customized organizer passwords (defined using the Client Communications dialog in the prior-year version of UltraTax CS), choose Setup > [Entity] > Federal tab and click the Other Return Options button. On the Proforma tab, mark the Custom electronic delivery passwords from the Client Communications dialog checkbox.